See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,420 | $215,361-80.3% | $171,082-75.2% | $273,961-84.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.78% | 25.14%-9.4pp | 32.56%-16.8pp | 41.45%-25.7pp |
| Employer contribution / active EE | $2,153 | $4,967-56.7% | $4,002-46.2% | $4,869-55.8% |
| Participant deferral / active EE | $12,489 | $5,543+125.3% | $4,797+160.3% | $5,287+136.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |